PVWM
Point View Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.56M | Sell |
30,308
-3,264
| -10% | -$276K | 1.04% | 16 |
|
|
2020
Q3 | $2.42M | Buy |
33,572
+2,224
| +7% | +$160K | 1.14% | 12 |
|
|
2020
Q2 | $2.8M | Buy |
31,348
+2,540
| +9% | +$227K | 1.34% | 8 |
|
|
2020
Q1 | $2.09M | Buy |
28,808
+4,674
| +19% | +$339K | 1.14% | 13 |
|
|
2019
Q4 | $2.91M | Buy |
24,134
+101
| +0.4% | +$12.2K | 1.2% | 10 |
|
|
2019
Q3 | $2.85M | Sell |
24,033
-1,450
| -6% | -$172K | 1.29% | 8 |
|
|
2019
Q2 | $3.17M | Sell |
25,483
-234
| -0.9% | -$29.1K | 1.35% | 7 |
|
|
2019
Q1 | $3.17M | Sell |
25,717
-147
| -0.6% | -$18.1K | 1.41% | 6 |
|
|
2018
Q4 | $2.81M | Buy |
25,864
+79
| +0.3% | +$8.6K | 1.42% | 6 |
|
|
2018
Q3 | $3.15M | Sell |
25,785
-468
| -2% | -$57.2K | 1.4% | 6 |
|
|
2018
Q2 | $3.32M | Sell |
26,253
-384
| -1% | -$48.5K | 1.54% | 4 |
|
|
2018
Q1 | $3.04M | Sell |
26,637
-229
| -0.9% | -$26.1K | 1.46% | 6 |
|
|
2017
Q4 | $3.36M | Sell |
26,866
-614
| -2% | -$76.9K | 1.6% | 6 |
|
|
2017
Q3 | $3.23M | Sell |
27,480
-1,275
| -4% | -$150K | 1.55% | 4 |
|
|
2017
Q2 | $3M | Buy |
28,755
+1,399
| +5% | +$146K | 1.48% | 6 |
|
|
2017
Q1 | $2.94M | Buy |
27,356
+2,906
| +12% | +$312K | 1.51% | 6 |
|
|
2016
Q4 | $2.88M | Sell |
24,450
-1,538
| -6% | -$181K | 1.66% | 5 |
|
|
2016
Q3 | $2.68M | Buy |
25,988
+472
| +2% | +$48.6K | 1.59% | 5 |
|
|
2016
Q2 | $2.68M | Sell |
25,516
-160
| -0.6% | -$16.8K | 1.62% | 6 |
|
|
2016
Q1 | $2.45M | Buy |
25,676
+2,650
| +12% | +$253K | 1.58% | 5 |
|
|
2015
Q4 | $2.07M | Buy |
23,026
+1,596
| +7% | +$144K | 1.5% | 8 |
|
|
2015
Q3 | $1.69M | Buy |
21,430
+3,159
| +17% | +$249K | 1.35% | 9 |
|
|
2015
Q2 | $1.76M | Buy |
18,271
+138
| +0.8% | +$13.3K | 1.37% | 11 |
|
|
2015
Q1 | $1.9M | Buy |
18,133
+1,728
| +11% | +$181K | 1.47% | 9 |
|
|
2014
Q4 | $1.84M | Buy |
16,405
+2,285
| +16% | +$256K | 1.37% | 13 |
|
|
2014
Q3 | $1.69M | Buy |
14,120
+632
| +5% | +$75.4K | 1.43% | 15 |
|
|
2014
Q2 | $1.76M | Sell |
13,488
-240
| -2% | -$31.3K | 1.53% | 12 |
|
|
2014
Q1 | $1.63M | Buy |
13,728
+1,405
| +11% | +$167K | 1.49% | 12 |
|
|
2013
Q4 | $1.54M | Buy |
+12,323
| New | +$1.54M | 1.46% | 12 |
|